Design for Events Platform, Private App Store, and Design System
Lead UX Designer
Impact
Timeless Events Platform: Designed and optimized zero to one platform for events still in use today saving $100k
Private App Exchange: Designed zero to one private company app store, the Private App Exchange
Worked on Salesforce’s First Design System: Contributed to the launch of Salesforce Lightning Design System
Salesforce Spring ‘13 Logo: Application logo seen by all users
Events Platform
Events platform and improvements
Private AppExchange
Custom corporate app stores
Lightning Design System
Salesforce’s first design system
The Company
Salesforce is a global cloud computing company that develops cloud-based Customer Relationship Management (CRM) solutions and business software.
Skills
User Experience Strategy
Design system creation
UX and UI documentation
Information Architecture
Site maps, wireframes, & wire flows
Remote moderated usability research
Customer feedback
Concept validation
User acceptance testing
Solution sketching, Hi-fi mockups
Icon creation
Print design and production
Agile development
HTML and CSS definitions
Software
Adobe Photoshop
Adobe Illustrator
Balsamiq
Sketch
Events Platform: 2012
What is Dreamforce?
Started in 2003, Dreamforce is Salesforce’s annual event. Dreamforce brings together the global Salesforce community for learning, fun, community building, and philanthropy. Attendees from all over the world gather to share their insights, successes, and learn the latest in industry innovations.
Impact
Events Platform for the Ages: Designed and Launched zero to one platform for events still in use today
Streamlined Experience: Saved time and reduced stress for attendees by combining conference and hotel reservations into single transaction
Mobile and Tablet Application: Kept attendees organized and connected by designing calendar and social network app for mobile and tablet
The Project
Design a platform for Salesforce events that allows users to
Purchase conference passes
Schedule training and certification testing
Book hotel reservations
Browse and schedule conference sessions
Stay connected via an event-specific social network
All from a single website and mobile app
Dreamforce 2012: Tablet Gallery
Dreamforce 2012: Mobile Gallery
Events Platform: 2013
Before and After: Create Account
Impact
Optimization: Revised designs from 2012 to streamline the experience for attendees, speeding up task completion
Timeless Design: Optimized designs are still in use in 2024
Operational Savings: Saved Salesforce over $100k by simplifying the signup process and reducing calls to customer service
The Project
Optimize the Salesforce events platform
Reduce call volume to customer service call center
Reduce operational costs
Streamline sign up, hotel reservation, and checkout
Update look and feel to align with 2013 style guide
Dreamforce 2013 website
Events App 2013 Style Guide
Private AppExchange
Impact
Expand customers: New products means new customers
Internal app stores: Companies could now benefit from having their own app store for their employees
The Project
The Private AppExchange is a custom, corporate version of Salesforce’s hugely successful AppExchange.
Salesforce AppExchange is an app store that allows customers to work in Salesforce easier and faster with proven productivity apps.
My role was to take wire frames created by my colleague, refine them based on new requirements, and create high-fidelity mockups.
Private AppExchange Gallery
Lightning Design System
Impact
Responsive design: The Salesforce experience finally looked good on both desktop and mobile devices
Modernization: A much-needed user interface update cemented Salesforce as a leader in B2B UX design systems
Simplification: A new, standardized visual language ensured user recognition instead of recall
The Project
I worked on Salesforce’s first design system, the Salesforce Lightning Design System, ahead of its 2013 launch.
Salesforce was growing fast, and had just acquired ExactTarget. They’re just about to launch the first mobile version of the Salesforce platform, Salesforce1.
Amid rapid growth, the company recognized a need to ensure coherent experiences across the full range of Salesforce apps—and to lay the foundation for a design system that evolves with the company and the platform.
Salesforce Lightning Design System Gallery
Salesforce Platform Spring 2013 Logo
Impact
Legacy: Became a part of Salesforce history by having my logo displayed on all app screens and marketing materials
High-visibility: Seen by over 9 million users
The Project
The Salesforce platform releases three seasonal updates a year, Winter, Spring, and Summer. The submission and voting process is open to all employees.